A mid-year review isn’t just about catching up; it’s about getting ahead. The “Henssler Money Talks” experts walk through what you should be reviewing with your adviser now: spending, saving, taxes, investments, and any major life changes. From rebalancing your portfolio to making smart tax moves, small adjustments now can make a big difference by year-end. 

Original Air Date: June 28, 2025 

Read the Article: https://www.henssler.com/mid-year-is-more-than-a-milestone-its-a-money-moment